Over 55 Tax Relief

Please seek legal and tax advise from qualified professionals.



Below is some a 5 page FAX about Propositions 60 & 90 Property Tax Relief.

JUL-10-00 MON 01:32 FM James E. Dodd Deputy Assessor- Services Vacant Deputy Assessor - Valuation


Hall of Administration 800 South Victoria Avenue Ventura, CA 93009-1270 www.ventura.org/assessor


Enclosed is the fonm to request, a transfer of tax base on residcnces for property owners 55 years old or older. The requirements for this exclusion are as follows:

    1. The principal claimant must have been at least 55 years of age at the time the original property was sold and an owner of record of the original property and replacement dwelling. None of the claimant(s) on the replacement dwellhig can have previously been granted relief under California Revenue and Taxation Code Section 69.5.

    2. Claims must be filed within three years of the date the replacement dwelling is purchased or newly constructed.

    3. The replacement dwelling must be purchased or newly constructed within two years (before or after) of the sale of the original property. The purchase or new construction of the replacement dwelling must include the purchase of that portion of land on which the replacement structure will be situated. Under Proposition 90, the replacement dwelling must be purchased or newly constructed in Ventura County on or after May 4, 1992.

    4. Special rules apply to multi-unit dwellings. Each unit shall be considered a separate dwelling, either original or replacement, or both.

    5. The sale of the original residence must qualify for reassessment under the provisions of California Revenue and Taxation Code Sections 110.1 or 5803, or result in a base year value determined because the property qualifies as a replacement dwelling or property.

    6. The principal claimant must have been (1) receiving or eligible for a homeowners' exemption, or, (2) have been receiving a disabled veterans' exemption on the original property and replacement dwelling.

    7. The replacement dwelling must be equal to or lesser in value than the original property. "Equal or lesser value" of a replacement dwelling has been defined as- 100% of market value of the original property as of its date of sale if a replacement dwelling is purchased before an original property is sold; 105% of market value of original property as of its date of sale if a replacement dwelling is purchas-ed within one year after the sale of an original property; 110% of market value of the original property as of its date of sale if a replacement dwelling is purchased within the second year after, the sale of the original property.

    8. If you feel you qualify for this exclusion, you must provide evidence that you are at least 55 years old, and/or declare under penalty of perjury that you are at least 55 years old, and complete the claim form. Any additional record owners who occupy the replacement dwelling as their principal place of residence must also complete the form.

    9. The claimant or spouse may only receive the benefit of this tax relief program once.

    10. If the original or replacement residence is a mobile home, it must be assessed on the local assessment roll to be eligible for this exclusion. It cannot be licensed by Housing and Community Development (HCD).

We receive a large volume of claims, and it could be several months before your claim is processed. All tax bills on your replacement property must be paid when they become due. The taxable value of the property will not be adjusted until your claim is fully processed. If your claim is approved, tax relief will be granted from the date of qualification.

If you require farther infomiation or have any questions concerning the form, please call the Assessor's Office at (805) 654-2176.

AO-SD 171 a (Rev. 5/00)

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